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MSFRX vs RLBGX
MSFRX vs RLBGX Comparison
Open Charts MSFRX vs RLBGX
MFS Total Return A
Price$20.65
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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MSFRX vs RLBGX Comparison Chart
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MSFRX vs. RLBGX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MSFRX is a StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. MSFRX (8.1B). RLBGX pays higher dividends than MSFRX: RLBGX (2.55) vs MSFRX (2.32). MSFRX was incepted earlier than RLBGX: MSFRX (54 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). RLBGX has a lower initial minimum investment than MSFRX: RLBGX (250) vs MSFRX (1000). RLBGX annual gain was more profitable for investors over the last year : 24.80 vs. MSFRX (13.91). RLBGX return over 5 years is better than : 41.00 vs. MSFRX (16.86).
| MSFRX | RLBGX | MSFRX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 54 years | 15 years | - |
| Gain YTD | 9.696 | 14.291 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 2.32 | 2.55 | 91% |
| Returns for 1 year | 13.91 | 24.80 | 56% |
| Returns for 3 years | -0.84 | 15.69 | -5% |
| Returns for 5 years | 16.86 | 41.00 | 41% |
| Returns for 10 years | 38.56 | 56.90 | 68% |
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